Despite the decline in panel makers’ shipment performance in April this year, the latest research report from DisplaySearch, a market research organization, pointed out that as panel supply chain inventory levels have reached a low point, and panel makers’ capacity utilization rate is gradually picking up, according to manufacturers. According to estimates, global shipments of large-size TFT-LCD panels in the second quarter of this year will still have an opportunity to increase by 18% from the previous quarter, and the target for growth in the revenue season will be 22%.
However, Xie Qinyi, vice president of DisplaySearch Greater China, reminded that the (manufacturer) target for the quarterly increase of 18% in shipments in the second quarter of this year may be overly positive, because the main reason for the tight supply of the current (large-size panel) comes from Supply side restrictions, not strong demand. Panel makers still have to keep checking, and the subsequent increase in panel orders will come from (customers) optimistic outlook for the second half of the year.
According to the DisplaySearch survey, shipments of large-size (9.1 inches or more) TFT-LCD panels in the first quarter of this year reached 164 million units, a quarter-on-quarter decrease, but an increase of 5% year-on-year. Revenue reached US$17.5 billion, a 12% decrease in the quarter, and a 19% decrease. Mainly because of downstream customers to adjust inventory and reduce orders, leading to panel shipments in the first quarter of this year, the decline in prices, prices, panel makers also reduce capacity utilization.
Except for the first quarter shipments of public display panels were flat, shipments of other application panels in the first quarter all declined from the previous quarter. Among them, the number of tablet computers and mini-notebooks shipped in the first quarter totaled 17 million units, which was a quarterly decrease of approximately 7%, but it increased by 63% year-on-year. The first quarter of the LCD TV panel shipments 50.1 million, quarterly reduction of 13%, annual reduction of 2%. The first quarter shipments of LCD monitor panels totaled 49.95 million units, which was also a 5% quarter-on-quarter decrease, and was unchanged from the same period last year. The first quarter shipment volume of notebook application panels was 44 million units, a 3% decrease in the quarter and a 4% increase year-on-year. The 9.7-inch tablet computer panel shipments in the first quarter of about 7.4 million, also decreased by 9.8% from the previous quarter.
In terms of revenue, the shipments of large-size panel shipments reached US$17.5 billion in the first quarter of this year, of which, LCD TV panels shipped in the first quarter of approximately US$10.6 billion, a quarter-to-quarter decrease, and a 22% year-on-year decrease. The monitor panel shipped $3.5 billion in the first quarter, down 2% in the quarter and 22% in the year. In the first quarter of the year, notebook panels shipped 2.1 billion U.S. dollars, a 2% drop in the quarter and a 23% year-on-year decrease. Tablet PCs and mini notebooks shipped revenue of $900 million, a quarter-on-quarter decrease of 118%.
From the perspective of individual manufacturers, LG Display accounted for 25.9% of the world's large-sized panel shipments in the first quarter of this year. Although it declined by about 2% from 27.9% in the previous quarter, it still ranks first in the industry. Samsung Electronics' market share in the first quarter reached approximately 25.6%, which was a slight increase of 0.4% from the previous quarter, ranking second. AUO (2409) and Chi Mei Optoelectronics (3481) accounted for 16.5% and 15.6% of the global large-size panel market in the first quarter of this year, up 1.4% and 1.5% respectively from the previous quarter. The market share of Sharp Sharp was about 7.9%, and the quarter was nearly 2 percentage points lower, ranking fifth.
Looking forward to the second quarter, DisplaySearch said that the panel industry's 12-month oversupply cycle is likely to fall in the first quarter of this year. With the oversupply of large-size panels already beginning to change at the end of March this year, some mainstream size panels have been adjusted upwards in response to relatively tight supply conditions. It is expected that the overall large-size panel price will be expected to gradually stabilize this quarter. . With the rebound of panel prices and recovery of manufacturers' capacity utilization rate, according to the manufacturer's message, global large-size panel shipments in the second quarter of this year have the opportunity to increase by 18% from the previous quarter. The panel plant's second-quarter revenue growth target reached 22%.
However, Xie Qinyi, vice president of DisplaySearch Greater China, reminded that the (manufacturer) target for the quarterly increase of 18% in shipments in the second quarter of this year may be overly positive, because the main reason for the tight supply of the current (large-size panel) comes from Supply side restrictions, not strong demand. Panel makers still have to keep checking, and the subsequent increase in panel orders will come from (customers) optimistic outlook for the second half of the year.
According to the DisplaySearch survey, shipments of large-size (9.1 inches or more) TFT-LCD panels in the first quarter of this year reached 164 million units, a quarter-on-quarter decrease, but an increase of 5% year-on-year. Revenue reached US$17.5 billion, a 12% decrease in the quarter, and a 19% decrease. Mainly because of downstream customers to adjust inventory and reduce orders, leading to panel shipments in the first quarter of this year, the decline in prices, prices, panel makers also reduce capacity utilization.
Except for the first quarter shipments of public display panels were flat, shipments of other application panels in the first quarter all declined from the previous quarter. Among them, the number of tablet computers and mini-notebooks shipped in the first quarter totaled 17 million units, which was a quarterly decrease of approximately 7%, but it increased by 63% year-on-year. The first quarter of the LCD TV panel shipments 50.1 million, quarterly reduction of 13%, annual reduction of 2%. The first quarter shipments of LCD monitor panels totaled 49.95 million units, which was also a 5% quarter-on-quarter decrease, and was unchanged from the same period last year. The first quarter shipment volume of notebook application panels was 44 million units, a 3% decrease in the quarter and a 4% increase year-on-year. The 9.7-inch tablet computer panel shipments in the first quarter of about 7.4 million, also decreased by 9.8% from the previous quarter.
In terms of revenue, the shipments of large-size panel shipments reached US$17.5 billion in the first quarter of this year, of which, LCD TV panels shipped in the first quarter of approximately US$10.6 billion, a quarter-to-quarter decrease, and a 22% year-on-year decrease. The monitor panel shipped $3.5 billion in the first quarter, down 2% in the quarter and 22% in the year. In the first quarter of the year, notebook panels shipped 2.1 billion U.S. dollars, a 2% drop in the quarter and a 23% year-on-year decrease. Tablet PCs and mini notebooks shipped revenue of $900 million, a quarter-on-quarter decrease of 118%.
From the perspective of individual manufacturers, LG Display accounted for 25.9% of the world's large-sized panel shipments in the first quarter of this year. Although it declined by about 2% from 27.9% in the previous quarter, it still ranks first in the industry. Samsung Electronics' market share in the first quarter reached approximately 25.6%, which was a slight increase of 0.4% from the previous quarter, ranking second. AUO (2409) and Chi Mei Optoelectronics (3481) accounted for 16.5% and 15.6% of the global large-size panel market in the first quarter of this year, up 1.4% and 1.5% respectively from the previous quarter. The market share of Sharp Sharp was about 7.9%, and the quarter was nearly 2 percentage points lower, ranking fifth.
Looking forward to the second quarter, DisplaySearch said that the panel industry's 12-month oversupply cycle is likely to fall in the first quarter of this year. With the oversupply of large-size panels already beginning to change at the end of March this year, some mainstream size panels have been adjusted upwards in response to relatively tight supply conditions. It is expected that the overall large-size panel price will be expected to gradually stabilize this quarter. . With the rebound of panel prices and recovery of manufacturers' capacity utilization rate, according to the manufacturer's message, global large-size panel shipments in the second quarter of this year have the opportunity to increase by 18% from the previous quarter. The panel plant's second-quarter revenue growth target reached 22%.
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